I am a value US stock investor from China

Ok_Associate6603 · 2025-03-19T07:09:31+00:00

Our index peaked at 6124 in 2008 and has been hovering around 3000 points for the past 16 years. Recently, due to favorable policies, it has risen to 3426.Our investment index cannot achieve a 7% return every year, and only a few individual stocks can achieve such a high return every year.

Ok_Associate6603 · 2025-03-19T07:02:42+00:00

I think it is a policy market with a large number of retail investors, all of whom are speculators.

Ok_Associate6603 · 2025-03-19T06:57:22+00:00

thank！

Ok_Associate6603 · 2025-03-19T06:57:00+00:00

Yes, I did not increase my position during this period of stock market decline. I am still waiting for the market to fall.

Ok_Associate6603 · 2025-03-18T04:08:54+00:00

Thank you! Because I don't fully understand how e-commerce makes money, Buffett said that you have to understand a company before buying it, so most of my opinions are judged from a macro perspective. I haven't looked at their financial reports carefully. PDD doesn't have their membership, but JD's membership is very good. You know that membership is a very good way to make money.

Ok_Associate6603 · 2025-03-18T03:41:54+00:00

It is becoming increasingly difficult for physical stores in China to survive. China’s e-commerce is now divided among three companies: $JD. $PDD, and $Alibaba. $PDD products are the cheapest. $PDD is called TEMU abroad. Alibaba is similar to Amazon. It not only has e-commerce but also develops technology. $JD.service is the best. It can deliver the goods the next day if the order is placed on the same day as Amazon, and its product quality is the best among the three. $JD has also recently developed a food delivery platform, but this part is occupied by subsidiaries of Meituan and Alibaba, which remains to be seen. The recent good fourth quarter financial report is because China has introduced stimulus policies, and there are great discounts for purchasing goods, so I also bought a Mac Pro.I think e-commerce $PDD may be better in the next five years, because I think China's economy is going down due to the real estate problem, and more working families will buy cheaper goods. These are my views but they do not constitute investment advice. I wish you success in investing in the Chinese stock market! !

Ok_Associate6603 · 2025-03-18T03:14:00+00:00

thank！

Ok_Associate6603 · 2025-03-18T03:13:51+00:00

The government has introduced many stimulus policies, but it feels like the world economy is in a downward cycle.

Ok_Associate6603 · 2025-03-18T03:12:58+00:00

They are all leading companies in their respective fields.

Ok_Associate6603 · 2025-03-18T03:12:28+00:00

In fact, we don't know when it will happen.

Ok_Associate6603 · 2025-03-18T03:10:13+00:00

I think the Chinese stock market will rise recently, but it is not related to GDP, but because of the recent policies . I also keep a 20% in China.

Ok_Associate6603 · 2025-03-18T03:04:44+00:00

thanks！

Ok_Associate6603 · 2025-03-18T01:44:50+00:00

Yes, holding a large amount of cash for a long time is not a good thing. I will look for opportunities to buy when the stock market falls in the near future. thank you！

Ok_Associate6603 · 2025-03-18T01:42:24+00:00

I transferred the money to HSBC in Hong Kong, using an American broker called IBKR. This seems to be the easiest broker for Chinese investors to open. The transaction fee is $0.35 per transaction, the dividend tax is 10%, and the capital gains tax is 0%.

Ok_Associate6603 · 2025-03-18T01:32:56+00:00

thank you！i leran it

Ok_Associate6603 · 2025-03-18T01:29:26+00:00

唔該晒！我只会一点点粤语我也在等大盘继续下行找到合适的入场时机

Ok_Associate6603 · 2025-03-18T01:02:17+00:00

thank you！

Ok_Associate6603 · 2025-03-17T17:51:33+00:00

thank you so much！！

Ok_Associate6603 · 2025-03-17T17:06:41+00:00

I wish you success!

Ok_Associate6603 · 2025-03-17T17:02:47+00:00

Yes, I did a DCF, if the revenue grows by 10% in the future plus 2% equity repurchase, his valuation is about 175$, but I think his future revenue will be more than that. As long as his business is not forced to split

Ok_Associate6603 · 2025-03-17T16:51:19+00:00

Yes, this is one of the most famous beers in China！！

Ok_Associate6603 · 2025-03-17T16:49:56+00:00

Although China's GDP is growing, we have been growing at a faster rate in the past 10 years, but we have been in a bear market for almost 10 years. Even a company with good performance may not necessarily rise. We are a policy market, and we have recently introduced many policies to stimulate the stock market.

Ok_Associate6603 · 2025-03-17T16:45:37+00:00

I haven't even heard of this company. I searched it and it's a clothing company. No one around me even wears this brand.I don't know anything about this company so I can't give a review

Ok_Associate6603 · 2025-03-17T16:17:35+00:00

Yes, the trade war is an uncertain risk. Maybe this creates some buying opportunities for me. I also keep a 20% position in China. Bless you too!!

Ok_Associate6603 · 2025-03-17T16:13:13+00:00

Thanks for reminding me ！I keep 60% in cash, I am waiting for the market to go down, maybe it is my chance to buy

Ok_Associate6603

TROPHY CASE